Teller Basics

PostNovember 25, 2014

Description: The ABA Teller Basics course is designed to onboard newly hired tellers. The 8 self-paced modules are designed to simplify new teller training, reduce teller training time and costs, and provide your new tellers with a working knowledge of teller fundamentals.

The highly interactive modules are supplemented with industry best-practice procedures and off-line exercises that can personalize the experience to your bank. As a stand-alone program or as a supplement to your bank’s on-the-line training, Teller Basics can significantly accelerate the process of preparing your new tellers to begin serving customers. Use of the program also ensures consistency in training across all bank locations.

Audience: New Tellers

Learning Objectives:

Modules:

The Role of the Teller introduces the four common work principles adopted by successful tellers and the seven main areas of responsibility for a teller.

Handling Checks demonstrates the check items of negotiability; the principles of endorsements; and the warning signs for forged or altered checks.

Processing Transactions provides an overview of the most common deposit and withdrawal transactions for checking and savings accounts as well as the regulations that govern processing procedures.

Cash Handling introduces the features of U.S. currency along with the key security features associated with common currency denominations, cash compartments, and procedures for mutilated, unfit, altered, and counterfeit currency.

Cash Balancing documents the basics of cash balancing and procedures to open and close teller drawers.

Bank Services describes the negotiable instruments guaranteed by banks; guidelines for handling loan payments and bankcard transaction processing; the features and benefits of ATM, debit and other cards; and more.

Robbery and Bank Security provides the tools needed to handle the most common security situations — robbery, fire, bomb and kidnapping threats as well as scams and con artists.

Providing Quality Customer Service provides an opportunity to sharpen communication abilities and enhance skills to serve a variety of customers, including managing difficult customers.